See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,684 | $80,717-55.8% | $154,803-76.9% | $84,808-57.9% |
| Participation rate | 67.1% | 66.8%+0.3pp | 78.1%-11.0pp | 68.3%-1.2pp |
| Annual return | 14.09% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,244 | $2,761-54.9% | $4,305-71.1% | $2,631-52.7% |
| Participant deferral / active EE | $1,088 | $3,303-67.1% | $5,540-80.4% | $4,212-74.2% |
| Admin fee / account holder | $1,280 | $6,746-81.0% | $14,329-91.1% | $7,344-82.6% |